Adviser Profile

As of Date 08/11/2024
Registration status Registration Changed to LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC
ADV Location NASHVILLE, TN, United States
Contact Info 615 xxxxxxx
Websites
AUM* 120,363,990 56%
of that, discretionary 103,072,737 56%
Number of Employees 6
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 830,096 56%
% High Net Worth 48.08% 0%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees